skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My wife and I, retirees, are considering adding a real estate ETF to our portfolio, to hold in TFSAs. You commented that ZRE has an equal weighting in REITS and is more diversified than XRE (that has a 30% weighting in RioCan and H&R). ZRE has a slightly higher distribution % that appeals. My question is on safety of capital. I perceive Rio Can and H&R to be high quality REITs versus say an Artis or Cominar that have a higher weighting in XRE. Which of the two ETFs would you consider safer, or is it a coin toss between the two? Thank you for your comments
Read Answer Asked by Edward on May 17, 2017
Q: I owned HWO for a number of years and was sad to sell it a few months ago but it seemed prudent in view of the uncertainty regarding the renewal of their contract to drill in PNG. The price subsequently dropped but has begun to rise again. Has there been any news on the renewal of the PNG contact and do you know how much of their revenue comes from this contract?
Read Answer Asked by Ken on May 17, 2017
Q: I am retired and have holdings in Alaris Royalty and Cominar REIT for income in a broadly diversified portfolio, but have incurred unrealized capital losses of 12% and 6% respectively.

Should I continue to hold, sell or buy more at these levels?

Capital preservation is on my mind and are there better companies than the ones I hold?

Thanking you for your opinion
Read Answer Asked by Isabel on May 17, 2017
Q: Hello,
5NPlus seems to have a huge momentum. I saw your previous response to a question..about not covering this stock. Have things turned around in this company? Do you think this company should be considered in the basic materials sector along with ccl, aem and stella. Thanks. Shyam
Read Answer Asked by Shyam on May 17, 2017
Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul
Read Answer Asked by Paul on May 17, 2017
Q: Please rate these Brookfield companies in order of you best choices for growth, valuation and risk.
Thanks,
Terry
Read Answer Asked by Terry on May 17, 2017
Q: Scanning your latest research summary the 12.3% yield on NAL jumped off the page at me. Your B ranking doesn't put up a red flag but it also isn't in your portfolios. What is your outlook for this company. Will it continue sideways? Chances they will bring back the div? Possible short term buy at the $2 price with expectation it will pop back up to the recent $2.5 range for a short term profit? Or move on to better things realizing the 12% annualized div is gone and was a statistical hangover from better days...Any other yield traps on your list...BDI, ADN, CPX...
Read Answer Asked by Tom on May 17, 2017
Q: Hi Peter,
It's an interesting question by Brian re: Mega Bears, and your response makes total sense. I've always appreciated the view of Jim Rogers but he has been looking for total collapse as long as I recall. To your point eventually he will be right. A telling comment I read about Marc Faber is that he has correctly called 20 of the past 3 recessions. Where do you put the views of David Rosenberg in all this ?
Thank you. Paul
Read Answer Asked by Paul on May 17, 2017
Q: looking back it looks like ALA and IPL have been base building for about 15 months. Is that significant or is the price of crude the only factor in the pricing? What does your reply say about the viability of technical factors in stocks like IPL and ALA?
Read Answer Asked by Tim on May 17, 2017
Q: Hi Team, On May 8/17 I asked a general question on TOS and your answer was:TOS has done a very good job getting the company to where it is, with FDA approval, good partners and a solid growth opportunity worldwide. We like what it has done, and it has good potential. But.....the stock is very expensive and this needs consideration. It trades at 7X 'expected' 2018 sales already. It is expected to turn a profit in 2018 but any slowdown or problems would really hurt the stock. We would not 'assume' 40% returns here, but do like it generally today.
I have a followup question, how much of TOS's revenue would come from the US or Europe? My thinking is if TOS has a significant exposure to the US in particular this would help me make an investment decision. It appears to me today good companies with US exposure are worth a little special attention or premium. Thanks as always. Chris
Read Answer Asked by Chris on May 17, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!